THREE OAKS CAPITAL MANAGEMENT, LLC

THREE OAKS CAPITAL MANAGEMENT, LLC of GOLD RIVER, CA is an SEC-registered investment adviser (CRD 171082). Regulatory assets under management: $100.0M.

Registration

• CRD: 171082
• SEC file number: 801-137130
• Type: Registered investment adviser
• Location: 2377 GOLD MEADOW WAY, SUITE 220, GOLD RIVER, CA, 95670
• Phone: 916-318-4849
• Latest filing: 2026-07-21
• Regulatory AUM: $100.0M
• Discretionary AUM: $100.0M
• Clients: 3
• Accounts: 343

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171082 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search